Baron Global Advantage Fund Quote

BGAIX Fund  USD 38.20  0.22  0.58%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Baron Global is trading at 38.20 as of the 21st of March 2025; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 37.98. Baron Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund is a diversified fund that, under normal circumstances, invests primarily in equity securities in the form of common stock of established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Index Net USD. More on Baron Global Advantage

Moving together with Baron Mutual Fund

  0.94BREIX Baron Real EstatePairCorr
  0.86BREFX Baron Real EstatePairCorr
  0.83BSCFX Baron Small CapPairCorr
  0.83BSFIX Baron Small CapPairCorr

Baron Mutual Fund Highlights

Fund ConcentrationBaron Capital Group, Inc. Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baron Capital Group, Inc. (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Baron Global Advantage [BGAIX] is traded in USA and was established 21st of March 2025. Baron Global is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 798.28 M in assets under management (AUM) with minimum initial investment of 1000 K. Baron Global Advantage is currently producing year-to-date (YTD) return of 1.88%, while the total return for the last 3 years was 4.85%.
Check Baron Global Probability Of Bankruptcy

Instrument Allocation

Top Baron Global Advantage Mutual Fund Constituents

GOOGAlphabet Inc Class CStockCommunication Services
ZIZoomInfo TechnologiesStockCommunication Services
WIXWixComStockInformation Technology
VEEVVeeva Systems ClassStockHealth Care
TWLOTwilio IncStockInformation Technology
TALTAL Education GroupStockConsumer Discretionary
SOFISoFi TechnologiesStockFinancials
RNGRingcentralStockInformation Technology
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Baron Global Top Holders

BWBTXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
BWBIXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
BWBFXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
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Baron Global Advantage Risk Profiles

Baron Global Against Markets

Other Information on Investing in Baron Mutual Fund

Baron Global financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Global security.
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